Latest Institutional Purchases of Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This list provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2025 Q2 2025
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
2.22K
New
$286K - $321K
2.22K $338K
Aug 11, 2025 Q2 2025
Intrust Bank Na

Wichita, KS
BUY
 -
2.21K
New
$285K - $319K
2.21K $336K
Jul 16, 2025 Q2 2025
Goal Fusion Wealth Management, LLC

BUY
 -
2.15K
+ 6.23%
$276K - $310K
36.6K $5.55M
Jul 23, 2025 Q2 2025
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
2.04K
New
$262K - $294K
2.04K $309K
Aug 14, 2025 Q2 2025
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1.95K
New
$251K - $281K
1.95K $296K
Jul 09, 2025 Q2 2025
Divergent Planning, LLC

BUY
 -
1.92K
New
$247K - $276K
1.92K $291K
Jul 25, 2025 Q2 2025
Cypress Capital Group

BUY
 -
1.75K
+ 14.35%
$225K - $252K
13.9K $2.11M
Aug 12, 2025 Q2 2025
Zacks Investment Management

Chicago, IL
BUY
 -
1.71K
New
$221K - $247K
1.71K $260K
Jul 30, 2025 Q2 2025
Tfb Advisors LLC

Overland Park, KS
BUY
 -
1.63K
New
$210K - $235K
1.63K $247K
Aug 01, 2025 Q2 2025
May Hill Capital, LLC

Cohasset, MA
BUY
 -
1.62K
New
$209K - $234K
1.62K $247K
Dec 23, 2025 Q2 2025
Triumph Capital Management

BUY
 -
1.41K
+ 52.97%
$181K - $203K
4.06K $617K
Aug 07, 2025 Q2 2025
Lom Asset Management LTD

Hamilton,

BUY
 -
1.34K
New
$172K - $193K
1.34K $203K
Aug 14, 2025 Q2 2025
Toroso Investments, LLC

Massapequa, NY
BUY
 CALL
1.3K
New
$167K - $188K
1.3K $197K
Oct 27, 2025 Q2 2025
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
1.2K
+ 43.53%
$155K - $173K
3.96K $601K
Jul 15, 2025 Q2 2025
Graypoint LLC

BUY
 -
1.16K
+ 0.58%
$149K - $167K
202K $30.7M
Jul 10, 2025 Q2 2025
Carderock Capital Management Inc

BUY
 -
980
New
$126K - $141K
980 $149K
Aug 12, 2025 Q2 2025
Boreal Capital Management LLC

Miami, FL
BUY
 -
810
New
$104K - $117K
810 $123K
Aug 05, 2025 Q2 2025
First Horizon Advisors, Inc.

BUY
 -
683
+ 2.17%
$87.9K - $98.6K
32.1K $4.88M
Jul 29, 2025 Q2 2025
First Bancorp, Inc

BUY
 -
600
+ 4.59%
$77.3K - $86.6K
13.7K $2.07M
Aug 07, 2025 Q2 2025
Sierra Ocean, LLC

Ripon, CA
BUY
 -
550
New
$70.8K - $79.4K
550 $83.5K
Jul 29, 2025 Q2 2025
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
498
+ 3.68%
$64.1K - $71.9K
14K $2.13M
Aug 14, 2025 Q2 2025
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
438
+ 13.03%
$56.4K - $63.2K
3.8K $577K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
427
New
$55K - $61.6K
427 $64.8K
Aug 08, 2025 Q2 2025
Good Life Advisors, LLC

BUY
 -
394
+ 5.9%
$50.7K - $56.9K
7.08K $1.07M
Aug 07, 2025 Q2 2025
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
379
New
$48.8K - $54.7K
379 $57.5K
Aug 18, 2025 Q2 2025
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
340
+ 2.5%
$43.8K - $49.1K
14K $2.12M
Jul 14, 2025 Q2 2025
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
299
+ 1.74%
$38.5K - $43.1K
17.5K $2.65M
Aug 12, 2025 Q2 2025
Fairscale Capital, LLC

Nashua, NH
BUY
 -
277
New
$35.7K - $40K
277 $42.1K
Jul 25, 2025 Q2 2025
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
259
+ 16.06%
$33.4K - $37.4K
1.87K $284K
Aug 29, 2025 Q2 2025
Evolution Wealth Management Inc.

Fort Myers, FL
BUY
 -
255
New
$32.8K - $36.8K
255 $38.7K
Jul 15, 2025 Q2 2025
Maseco LLP

London,

BUY
 -
249
New
$32.1K - $35.9K
249 $37.8K
Jul 09, 2025 Q2 2025
Bulwark Capital Corp

Fernandina Beach, FL
BUY
 -
220
New
$28.3K - $31.7K
220 $33.4K
Jul 29, 2025 Q2 2025
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
200
+ 11.27%
$25.8K - $28.9K
1.97K $300K
Oct 02, 2025 Q2 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
186
New
$24K - $26.8K
186 $28.2K
Jul 23, 2025 Q2 2025
Bank Plus Trust Department

Jackson, MS
BUY
 -
175
+ 625.0%
$22.5K - $25.3K
203 $30.8K
Jul 23, 2025 Q2 2025
Friedenthal Financial

BUY
 -
157
New
$20.2K - $22.7K
157 $23.8K
Jul 17, 2025 Q2 2025
Alpine Bank Wealth Management

Grand Junction, CO
BUY
 -
132
New
$17K - $19K
132 $20K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
131
+ 177.03%
$16.9K - $18.9K
205 $31.1K
Aug 11, 2025 Q2 2025
Morling Financial Advisors, LLC

BUY
 -
123
New
$15.8K - $17.7K
123 $18.7K
Jul 24, 2025 Q2 2025
Jnba Financial Advisors

BUY
 -
106
+ 6.86%
$13.6K - $15.3K
1.65K $251K
Aug 05, 2025 Q2 2025
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
105
New
$13.5K - $15.2K
105 $15.9K
Jul 10, 2025 Q2 2025
Pmv Capital Advisers, LLC

Dallas, TX
BUY
 -
100
New
$12.9K - $14.4K
100 $15.2K
Aug 13, 2025 Q2 2025
Kilter Group LLC

Rhinebeck, NY
BUY
 -
93
New
$12K - $13.4K
93 $14.1K
Aug 14, 2025 Q2 2025
Cadence Bank

Tupelo, MS
BUY
 -
92
+ 4.49%
$11.8K - $13.3K
2.14K $325K
Aug 13, 2025 Q2 2025
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
85
+ 2.82%
$10.9K - $12.3K
3.09K $470K
Jul 11, 2025 Q2 2025
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
64
+ 18.93%
$8.24K - $9.24K
402 $61K
Jul 14, 2025 Q2 2025
Gsb Wealth Management, LLC

BUY
 -
50
+ 2.53%
$6.44K - $7.22K
2.03K $307K
Aug 07, 2025 Q2 2025
Montag A & Associates Inc

Atlanta, GA
BUY
 -
49
+ 2.03%
$6.31K - $7.07K
2.46K $373K
Aug 14, 2025 Q2 2025
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
45
+ 0.59%
$5.79K - $6.49K
7.62K $1.16M

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